Traynor Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

Traynor Capital Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-836	Closed	-$284K	–	373
2025 Q2	$284K	Hold	836	–	–	0.02%	189
2025 Q1	$256K	Sell	836 -26	-3%	-$8.41K	0.02%	177
2024 Q4	$278K	Buy	862 +34	+4%	+$11K	0.02%	195
2024 Q3	$260K	Sell	828 -476	-37%	-$144K	0.02%	199
2024 Q2	$388K	Sell	1,304 -2	-0.2%	-$574	0.03%	160
2024 Q1	$376K	Hold	1,306	–	–	0.03%	164
2023 Q4	$343K	Sell	1,306 -1,000	-43%	-$245K	0.04%	157
2023 Q3	$542K	Buy	+2,306	New	+$565K	0.07%	119

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Traynor Capital Management's IWB Position: Q3 2025 in Review

Traynor Capital Management sold out of iShares Russell 1000 ETF (IWB) in Q3 2025, closing a stake of 836 shares — an estimated $284K sold.

Traynor Capital Management first reported a position in IWB in Q3 2023 and held it in 8 quarters. The position peaked at $542K in Q3 2023. 1,417 funds tracked by Wall St. Rank hold IWB as of Q3 2025.

Traynor Capital Management reported no remaining iShares Russell 1000 ETF position as of Q3 2025 after selling out during the quarter.
Traynor Capital Management sold 836 iShares Russell 1000 ETF shares in Q3 2025, an estimated $284K.
Traynor Capital Management first reported a position in iShares Russell 1000 ETF in Q3 2023 and held it in 8 quarters.
Traynor Capital Management's iShares Russell 1000 ETF position peaked at $542K in Q3 2023.
1,417 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2025.

Based on Traynor Capital Management's 13F filing for Q3 2025, filed 3 Nov 2025.